See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,806 | $105,126-92.6% | $94,646-91.8% | $139,434-94.4% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 25.64% | 38.03%-12.4pp | 156.71%-131.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,691 | $4,106-58.8% | $3,672-54.0% | $4,751-64.4% |
| Participant deferral / active EE | $3,415 | $7,599-55.1% | $7,418-54.0% | $6,710-49.1% |
| Admin fee / account holder | $24 | $8,984-99.7% | $7,231-99.7% | $11,403-99.8% |